Binance Observes Institutional Shift: Ethereum Corporate Holdings Surge 127% as Altcoins Gain Traction

July 2025 marked a significant turning point in the cryptocurrency market, with institutional investors increasingly favoring altcoins, particularly Ethereum, over Bitcoin. Corporate treasuries saw a dramatic 127.7% increase in Ethereum holdings, reaching 2.7 million ETH—nearly half the size of US-listed ETH ETFs. This surge highlights a growing preference for direct ownership, driven by the appeal of staking rewards and Ethereum's expanding utility. Binance, as a leading exchange, is well-positioned to capitalize on this trend, offering robust infrastructure for institutional players seeking exposure to altcoins. The shift underscores a broader market evolution, where diversified crypto portfolios are becoming the norm for forward-thinking corporations.

Ethereum Corporate Treasuries Surge 127% in July as Altcoins Outperform Bitcoin

July marked a pivotal shift in crypto market dynamics as institutional capital aggressively rotated into altcoins, with Ethereum leading the charge. Corporate ETH holdings skyrocketed 127.7% to 2.7 million ETH—nearly half the size of US-listed ETH ETFs—as 24 companies added the asset to balance sheets. The preference for direct ownership over ETF exposure reflects growing appetite for staking rewards and Ethereum's deflationary mechanics.

Bitcoin's dominance slid 5.2% to 60.6% despite reaching a record $123,000, while altcoins collectively climbed to 39.2% market share—one of 2025's most dramatic monthly swings. The rotation was fueled by improving macro conditions, Fed rate cut expectations, and stable market infrastructure.

Beyond Ethereum's 51% monthly gain, XRP, SUI, Cardano, Dogecoin and BNB rallied on ecosystem growth and DeFi adoption. This broad-based altcoin surge signals a maturing market where institutional players are diversifying beyond Bitcoin's gravitational pull.

Ethereum Corporate Reserves Hit Record High in July Amid ETF-Driven Rally

Ethereum solidified its position as the top-performing digital asset in corporate portfolios during July, with institutional holdings surging to an unprecedented 2.7 million ETH. The $11.6 billion reserve accumulation marks a 128% monthly increase as two dozen new firms added ETH to balance sheets.

Binance Research data reveals strategic reserves now represent 7.98% of ETH's circulating supply - a dramatic escalation from April's 3% baseline when no public companies held Ethereum. The altcoin's price trajectory mirrored this adoption, climbing from $1,800 to surpass $4,300 following ETF approvals.

Bitmine Immersion Tech and The Ether Machine lead corporate holders with 1.2 million and 598,800 ETH respectively. Market analysts attribute the institutional rush to Ethereum's deflationary mechanics, staking yields exceeding traditional instruments, and preference for direct asset ownership over synthetic exposure.

PublicAI Airdrop Announced Ahead of Binance Alpha Listing

Binance Alpha will feature PublicAI, an advanced AI ecosystem platform, coinciding with India's Independence Day on August 15. The platform has unveiled an airdrop campaign to reward early supporters.

The strategic timing aligns with a key regional holiday, potentially amplifying visibility among India's crypto-savvy population. PublicAI's integration into Binance Alpha signals growing institutional recognition of AI-blockchain convergence.

US CPI Data Triggers Crypto Rally: Bitcoin, Ethereum, and XRP Lead Gains

The latest US Consumer Price Index (CPI) release has sent shockwaves through the cryptocurrency market, with Bitcoin, Ethereum, and XRP leading the charge. The moderate 0.2% monthly increase and 2.7% annual inflation rate—slightly below expectations—fueled a bullish response across digital assets.

Bitcoin surged past $120,000, breaking key resistance levels as traders interpreted the softer inflation data as a tailwind for risk assets. Technical indicators, including a bullish MACD on the 8-hour chart, suggest further upside potential, with $122,335 as the next target.

Ethereum mirrored the momentum, climbing above $4,400 as altcoins broadly benefited from renewed market confidence. The CPI-driven rally underscores cryptocurrencies' growing sensitivity to macroeconomic indicators, with traders now recalibrating strategies for a potential extended risk-on environment.

ATOM & BNB Show Strong Momentum as BlockDAG Eyes $20 Target

Binance Coin (BNB) continues its upward trajectory, trading NEAR $810 with a 30% surge in daily volume to $2.74 billion. Technical indicators suggest potential movement toward the $850–$900 range if bullish trends hold. Derivatives data reveals a 70% spike in trading volume, reinforcing confidence in BNB's momentum.

Cosmos (ATOM) gains 3% intraday, fueled by dYdX's migration to its appchain model. The network's architecture is drawing attention as a viable framework for decentralized applications.

BlockDAG (BDAG) dominates speculative interest with a $373 million presale and a six-week launch roadmap. Priced at $0.0276, analysts project a long-term target of $20, positioning it as a high-risk, high-reward play amid broader market optimism.

North Korean Hackers Target Crypto Projects via Fake IT Worker Identities

North Korean hackers are systematically infiltrating cryptocurrency projects and exchanges by posing as IT professionals. Recent investigations reveal that these actors frequently apply to Binance and other platforms using fabricated identities. A compromised device from a DPRK-linked IT worker exposed a small team operating over 30 fake profiles, complete with government IDs and purchased Upwork/LinkedIn accounts.

ZachXBT, a prominent on-chain investigator, highlighted the ongoing risk of hiring DPRK-affiliated workers, which can lead to compromised smart contracts, multisig wallets, or infected devices. The hackers strategically mimic locations in crypto-friendly jurisdictions like Ukraine and Estonia, leveraging job boards to gain access to sensitive projects.

Leaked documents detail their operational playbook, including shared resources for building credible fake identities and attempts to monetize stolen credentials. The threat remains active, with at least five hackers linked to recent attempts targeting crypto infrastructure.